Senior Financial Planning Assistant

Job description

Are you an experienced Financial Planning Assistant looking to take the next step in your career? Do you thrive in a fast‑paced, client‑focused environment where accuracy, organisation and teamwork truly matter? If so, this could be the perfect opportunity for you. We’re looking for a proactive and detail‑driven Financial Planning Assistant to support one or two of our Financial Planners and play a key role in mentoring and developing trainee and apprentice FP Assistants. This is a fantastic chance to join a collaborative team where your expertise will directly contribute to exceptional client service and the smooth running of our advice process. What you’ll be doing: You’ll be at the heart of our client journey, ensuring every stage runs efficiently and professionally. Your responsibilities will include: - Preparing pre‑meeting packs for new clients - Drafting client engagement letters alongside Financial Planners - Recording and maintaining client information in Intelligent Office (IO) - Adding, updating and monitoring tasks within IO - Processing platform work, including new business submissions, cash management and fund switches - Assisting with four‑eye checks to maintain accu...